Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$61M
2
+$56.5M
3
+$51.8M
4
AAPL icon
Apple
AAPL
+$47.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$47.2M

Top Sells

1
+$80.8M
2
+$70.5M
3
+$49.7M
4
ADSK icon
Autodesk
ADSK
+$38M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$37.5M

Sector Composition

1 Technology 19.52%
2 Financials 15.64%
3 Healthcare 14.3%
4 Consumer Discretionary 12.01%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$271K ﹤0.01%
+12,972
877
$270K ﹤0.01%
+52,106
878
$269K ﹤0.01%
+11,513
879
$266K ﹤0.01%
+10,200
880
$266K ﹤0.01%
6,974
881
$266K ﹤0.01%
+29,583
882
$265K ﹤0.01%
19,262
-200
883
$265K ﹤0.01%
794
-212
884
$265K ﹤0.01%
190,587
+32,300
885
$263K ﹤0.01%
68,641
-13,900
886
$262K ﹤0.01%
+6,765
887
$262K ﹤0.01%
+120,961
888
$260K ﹤0.01%
4,030
889
$259K ﹤0.01%
467
890
$259K ﹤0.01%
10,982
-8,970
891
$259K ﹤0.01%
197
-2
892
$257K ﹤0.01%
+5,571
893
$257K ﹤0.01%
22,040
-2,667
894
$254K ﹤0.01%
+23,929
895
$253K ﹤0.01%
2,442
-122,845
896
$253K ﹤0.01%
3,845
-62,787
897
$252K ﹤0.01%
+13,268
898
$252K ﹤0.01%
24,327
+2,951
899
$252K ﹤0.01%
+7,638
900
$252K ﹤0.01%
1,530
-11,090
34 35
36
37 38